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1.11 Release Notes

Scorecard v1.11 - released on 5/29/15 - contains:

  • Mini Scorecard - A new Scorecard sidebar component that sits inside of Salesforce, serving as a daily visual tool that helps you and your team keep track of your performance across KPIs so you know what sales behaviors to focus on next. You can drill into your assigned metrics, toggle through your team's profiles and access the full version of Scorecard for more information.
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Here’s how to enable the Mini Scorecard:

  1. Log in to Salesforce
  2. Go to Setup > Customize > Home > Home Page Layouts
  3. Select Edit next to your preferred Layout
  4. Check “Scorecard Mini” in the Select Narrow Components to Show section
  5. Click Next and arrange the position of the sidebar
  6. Click Save

 

  • Weekly Email Digest A convenient mid-week sales performance digest sent directly to your inbox. Now you and your sales team can quickly review your metric progress via email so you can stay ahead of the curve or catch up by week’s end. As a manager, you can see who is leading and who is lagging across metrics so you know who to congratulate and who might need help in order to finish the week strong.
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Here’s how to enable the Weekly Email Digest:

  1. Log in to Salesforce
  2. Go to Setup > Develop > Custom Settings 
  3. Select Manage next to Scorecard Settings
  4. Select Edit and check “Send Digest Emails” in the Scorecard Settings Information section
  5. Click Save
Still need assistance? Email gethelp@leveleleven.com
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